Ever opened your user interface and felt overwhelmed? Too much information to deal with? It’s not you, it’s the design.  

As the training and support lead at Bitpool, Ash is the king of fixing confusing dashboards to turn chaos into clarity. Read on to understand the playbook we teach every partner >> 

1) Start with the story, not the screen  
Most teams begin by dragging widgets onto a page. We start with three questions:  

1. Who’s looking? (FM, sustainability lead, contractor, exec)  

2. What do they need in 10 seconds? (status, risk, anomalies, action)  

3. What should they do next? (investigate, adjust, escalate, schedule)  

This gives you a three-page “decision path”: Summary - Diagnostics - Action.  

2) Design the summary like a product homepage  

• Hero KPIs: today vs baseline; variance; trend arrow  

• Context bands: “What changed?” last 24h/7d/30d  

• Exceptions list: top 5 anomalies (not 500 points)  

• Next actions: links to drill-downs, reports, or work orders  

If a new user can’t explain the building’s status in one sentence after 10 seconds, the summary isn’t finished.  

3) Fix the hidden math (it’s why charts “lie”)  
Most “broken” energy charts aren’t, they’re cumulative meters misread as interval data. Configure charts for cumulative sources, apply the right deltas, and standardise units/time zones. Your future self will thank you.  

4) Use templates so you don’t re-invent the wheel 
We’ve done the hard work for you by creating templates which remove the need for you to create your own. Copy, find/replace, done – that’s how to scale usage and amplify performance, fast.  

5) Let AI join the dots across multi-disciplinary subsystems 
Legacy tooling treated subsystems as islands floating around independently. Our embedded AI answers cross-system questions fast (through voice or type) – so you can ask questions like, “Is the 3–5pm energy spike linked to chiller behaviour?”  
With tagging and the right context, it correlates, explains and drafts a note for your report in seconds.  

6) Train for self-serve (and keep it light)  
Start by booking a 30-minute kick-off with me to start the process and follow up with real issues once you’re in and using the system regularly.  

Your quick win checklist  

• ​​Three-page path (Summary / Diagnostics / Action)  

• ​​Cumulative meters configured correctly  

• Standard units + time zone + naming  

• ​​Role-based templates installed  

• Tagging library applied (AI-ready)  

• “Top 5 exceptions” visible on Summary  

Book a Partner Foundations session with Ash and let’s get started.